This post probably concludes Q1 2022. With the FOMC meeting concluding a 25 Bps rate hike, it relieved the market from uncertainty (at least in the short run) although the war in Ukraine remains while potential threat of escalation between Russia and NATO still remains.
With the sigh of relieve from the expected rate hike this time round, markets had to rally – starting from the further end of the risk curve first: Crypto.
My personal portfolio basically bottomed out on 22 March before it went on to stage a comeback rally and now I’m back at January highs all over again. Did my portfolio change a lot? Oh yes.
March 2022 Portfolio
As of 25 March 2022
Rotate the gains
Portfolio is looking messy and I agree. How did it end up looking like that? Well, I basically took profit off Fantom (sold 70% through slow and steady DCA) and rotating into stablecoins and allocating more into Cosmos Ecosystem tokens....